SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.
Investors are increasingly using Exchange Traded Funds to build diverse portfolios across asset classes and the industry had a big year in 2019.
Jan 16 2020
Recent data show an increasing interest in exchange-traded fund investment from millennials, while defensive ETFs have risen in popularity, along with international offerings.
Dec 16 2019
October saw strong demand for Australian fixed income ETFs, while in the US, investment in passive equity ETFs has outstripped that in active ETFs for the first time.
Nov 18 2019
Superannuation fees charged to members have fallen for the first time in six years, while funds are using their negotiating power and paying less to external asset managers.
Oct 25 2019
Oct 11 2019
With term deposit rates around 1.5%, the ten-year bond rate at 0.9%, inflation at 1.6% and stock market volatility ever present, where can one invest for both safety and income in today’s interest rate environment?
Oct 04 2019
A new report reveals what investors may already know, that “fees make all the difference” to final outcomes for superannuation members’ retirement savings, with many funds struggling to generate returns strong enough to cover the negative impact of high investment fees.
Jul 30 2019
Super members want government to lead on multiple accounts and default funds.
Jul 22 2019
National net wealth in Australia has nearly doubled in 12 years, according to a recent update by Roy Morgan, but inequality has widened considerably at the same time.
Jul 17 2019
Graham Hand, Managing Editor of Cuffelinks, explains why so many fund managers fail in today’s market.
Apr 16 2019
A change of heart from the US SEC may open the door for rapid growth of actively managed ETFs both in the US and Australia.
Mar 12 2019
Exchange traded fund manager BetaShares observes a shift in investor preference towards passive investment strategies and a growing demand for ESG-based alternatives.
Nov 21 2018
Research from Roy Morgan shows Australians’ level of super contribution is dropping, leading to a risk of insufficient retirement funding.
Oct 19 2018
As of last month, the Australian ETF market is now bigger than the 80-year old listed investment company market.
Sep 14 2018
Cuffelinks’ Graham Hand makes note of a common error made by investors in assessing their returns.
4:17 PM - FYI
4:14 PM - FYI
1:20 PM - Weekly Reports
12:10 PM - Australia
11:27 AM - FYI
Dec 23 2019 - ESG Focus
Jan 16 2020 - Rudi's View
Jan 14 2020 - Weekly Reports
Jan 17 2020 - Rudi's View
Dec 23 2019 - Weekly Reports
Dec 23 2019 - Weekly Reports